Payments and credit memos pending approval display based on the Threshold assignments as configured with the approval workflow. Depending on the filter in place, approvers are able to see approvable transactions or all transactions in the companies they have access to.
If Multi-Entity Management (MEM) is installed and enabled, the Entity ID field appears on the main screen of the Power Approvals app. You can filter the payments by entering the entity ID in the search box.
Using the drop-down menu, you can choose to view payments for all companies, or on an individual company basis.
Click on the filter icon in the top right corner of the screen to customize your view:
- Group By: View All Transactions, Approvable Transactions, My Specific Transactions, or Batch Number.
- Sort By: Batch Number, Vendor Name, Vendor ID, Amount, or Transaction Number.
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